Overview
You can set up rules to automatically assign courier services to orders based on a combination of: Automatic courier selection simplifies the order-fulfillment process by mapping orders to the correct courier service based on specific criteria. It supports operational needs with flexible configuration methods.
Shipping destination (Countries or Zones).
Order weight.
Value.
Channel ID.
For example, if you need to send orders up to 2kg via one courier and over 2kg with another, you will set up two rules. Additionally, Mintsoft provides varied methods to configure automatic courier selection, including criteria like channels, clients, and specific order attributes (e.g., weight, zone).
Courier Service Types
Channel & Client Criteria
Mintsoft allows you to configure automatic courier selection by channel and client. This includes mapping suitable courier services for orders based on these criteria.
Example: An order from Channel A can automatically be assigned Courier X based on established mapping rules.
Rules can also be set to work based on Courier Service Types to give more flexibility. Types are customisable and can be set on orders via Courier Service Mappings. These are typically used when the shipping tags coming from an order source are too generic i.e. they don't account for different weight bands or destinations. It is possible to create a type with the name of your choice e.g. EXPRESS and then build rules on top e.g. when an order is EXPRESS & 0-2kg, default to Royal Mail Tracked 24 or EXPRESS & 2-30kg then use DPD Next Day.
Adding a Courier Service Selection Rule
To create a new courier service selection rule, please do the following:
Click Shipping Management then Courier Service Selection.
Populate the required fields:
(3PL Only) Client: The client the rule is for.
Channel: The channel the order will come from.
Courier Service: Service to apply to the order if rules are met.
Courier Service Type: The default type is Standard but can be used to create rules based on Shipping Types.
The Courier Service Type set against the rule needs to match the Courier Service Type on the Order for the selection to work. For example, if you create a selection rule with the Courier Service Type as Express, this will only be chosen if the Order matches the same Courier Service Type.
Country/Shipping Zone: Set either Country or Zone.
Shipping Zones are configurable groups of countries e.g. Europe, worldwide. Shipping Zones will only work alongside Service Selection Rules when setup as countries only (No Postcodes).
Country wins over Shipping Zones - If you set a rule for an individual country, and you also have a rule for a shipping. zone that includes that same country - the rule with the single country will always take precedence over the rule with the zone.
Min / Max Weight: Enter the upper and lower limit order weights to be included.
Min / Max Order Value: Enter the upper & lower limit order values to be included.
The Max order value must be greater than the Min order value.
The value entered Min/Max Order Value does not take currency into account and only accounts for the value of the order.
Click Add.
Repeat as required to add additional rules.
Editing an existing service selection rule
To edit an existing rule, please do the following:
Click Shipping Management then Courier Service Selection.
Click Edit against the rule you want to change.
Make the relevant changes, and finally, click Save.
Uploading Courier Service Selection Rules in bulk
To upload courier service selection rules in bulk, please do the following:
Click Shipment Management then Extras.
Next, click Uploads.
Select CourierServiceSelection as the Template then click Download.
Populate the template with the rules you want to be set up.
The INTERNAL_COURIERSELECTION_ID column should only be populated when you update existing rules. For new rules, this needs to be left blank.
Save the spreadsheet as a CSV.
Back on Mintsoft select CourierServiceSelection as the Type to upload.
Browse for the spreadsheet then click Upload.
Offshore Postcode & Mapping
If you are looking to map courier services for offshore postcodes, please use the following Offshore Post Code article.
Troubleshooting
Missing Courier Options
Issue: Custom courier services do not appear in the dropdown, even though they are active.
Solution: Verify that the courier service has been correctly added in Couriers > Manage Courier Services. Ensure proper naming and activation.
FAQ: Why is no courier selected for certain orders?
This occurs when rules or mappings are missing for orders with specific attributes (e.g., weight = 0). Edit existing rules to include these cases, or create a new rule to ensure these orders are assigned a courier service.